Joanna Meng
Partner, Family Office at Frank, Rimerman + Co. LLP
- Role
- Partner, Family Office at Frank, Rimerman + Co. LLP
- Location
- Portland, OR, US
- LinkedIn followers
- 500 followers
About Joanna Meng
An experienced financial leader, I’ve honed my skills and expertise in tax management, strategic financial planning for high-net-worth individuals, and building long-term meaningful client relationships. Over the course of my career, I’ve thrived whenever I’m able to combine my financial expertise as a licensed Certified Public Accountant (CPA) with a Masters in Accounting with my talents in project management, ethical stewardship, and collaboration.With my family office community experience, I always strive to establish a strong rapport with my clients so they can rest assured that I am looking out for their best interests.Specialties: ⇨ Financial statement reconciliation and preparation including cash forecasting ⇨ High-net-worth individual planning and consulting, including (but not limited to) cash flow management, wealth transfer planning, and charitable gifting ⇨ Accounting/bookkeeping for families, start-ups, small businesses, private foundations, fiduciaries, and 501(c)(3) public charities Extensive experience working with the following programs (in alphabetical order): ⇨ Accupay⇨ ADP⇨ Bill.com⇨ BNA Tax Planning⇨ Google Drive Suite ⇨ Gusto⇨ Intacct⇨ Microsoft Office Suite⇨ PDFlyer⇨ ProSystem Tax/Engagement/Scan⇨ QuickBooks⇨ Quicken⇨ TaxInterest⇨ TriNet
Experience
Partner, Family Office
Jul 2024 — Present
Education
University of Oregon Lundquist College of Business
Bachelor of Arts (B.A.), Accounting Major with a concentration in Finance
2003 — 2007
University of Oregon Lundquist College of Business
Master of Science (M.S.), Accounting
2007 — 2008
Skills
- Accounting
- Tax
- Tax Research
- Cpa
- Stock Option Planning
- Financial Reporting
- Account Reconciliation
- Financial Statements
- Microsoft Excel
- Quickbooks
- General Ledger
- Tax Return Preparation
- Bank Reconciliation
- Planning
- Tax Accounting
- Audit
- Financial Accounting
- Tax Returns
- Management
- Tax Preparation
- Quicken
- Monthly Close
- Tax Provision
- Auditing
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